IMA Advisory Services, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1455495 DENVER, CO

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,069

+$1,782 QoQ

Shares Held

+400.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,021

of 2,051 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $5,819,812 across 7 Healthcare Plans names. CVS ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,912	$2,457,204
2	CI	Cigna Group	7,034	$1,939,133
3	ELV	Elevance Health, Inc.	3,459	$1,337,699
4	CNC	Centene Corp	1,289	$82,740
5	CVS	CVS HEALTH Corp This page	20	$2,069
6	OSCR	Oscar Health, Inc.	20	$570
7	HUM	Humana Inc	1	$397

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,069	20	+400.0%	Shares	Sole	2026-08-10
2026-03-31	$287	4	-81.0%	Shares	Sole	2026-05-06
2025-12-31	$1,666	21	+2000.0%	Shares	Sole	2026-02-11
2025-09-30	$75	1	-99.1%	Shares	Sole	2025-11-06
2023-09-30	$7,750	111	0.0%	Shares	Sole	2023-11-28
2023-06-30	$7,673	111	-88.9%	Shares	Sole	2023-08-15
2023-03-31	$74,310	1,000	-96.3%	Shares	Sole	2023-05-16
2022-12-31	$2,502,617	26,855	-3.2%	Shares	Sole	2023-02-16
2022-09-30	$2,647,185	27,757	-1.9%	Shares	Sole	2022-11-15
2022-06-30	$2,621,629	28,293	+0.7%	Shares	Sole	2022-08-18
2022-03-31	$2,842,584	28,086	-18.1%	Shares	Sole	2022-06-13
2021-12-31	$3,539,006	34,306	-15.3%	Shares	Sole	2022-02-14
2021-09-30	$3,438,696	40,522	-1.3%	Shares	Sole	2021-11-03
2021-06-30	$3,426,463	41,065	-5.0%	Shares	Sole	2021-08-13
2021-03-31	$3,251,741	43,224	+36.4%	Shares	Sole	2021-05-13
2020-12-31	$2,163,744	31,680	+77168.3%	Shares	Sole	2021-02-08
2020-09-30	$2,394	41	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.